| Contact / Role | Tier | Last Touch | Next Action | Due | |
|---|---|---|---|---|---|
W.L. Hall Company $324K YTD 2026 - project-based Procurement |
B | - Active account |
Understand what projects they have coming - are we spec'd in? |
This month |
|
Streeter & Associates $394K lifetime · picking back up Owner |
A | - $29K YTD only |
Personal call - they're selling again, stay front of mind |
This week |
|
Robert Thomas Homes $162K YTD · surging in 2026 Owner |
A | - Active |
Protect and deepen - lunch or shop tour |
Next 30 days |
|
Bauer Design Build Growing · more jobs coming Owner |
A | - Active |
Stay close - don't go quiet |
Ongoing |
|
Anderson Reda $218K lifetime · $0 in 2026 PM |
C | - No activity 2026 |
Reactivate - Kara moved to purchasing |
This month |
|
Renuity (formerly Kohler) Name change - same company Procurement |
B | - Update contacts |
Confirm new contacts under Renuity name |
Soon |
|
Enclave $108K in one year · $0 since PM |
C | - Gone quiet |
Reactivate - find out what's coming |
This month |